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Why choose Leveraged?

We care about our clients and make it easy for them to implement gearing strategies to help achieve their financial goals.

Why borrow to invest?

By borrowing to invest (also known as gearing) you can boost your investment power by building an investment portfolio larger than if you did using just your savings.   

Gearing can be used for a range of goals including saving for home deposit, a trip overseas, children’s education or saving outside super.  Similar to gearing into property via a mortgage, you can also gear into the sharemarket with a margin loan.

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What is a margin loan?

A margin loan is a line of credit that allows you to borrow money to invest in a wide variety of acceptable investments - such as shares, ETFs and unlisted managed funds - to gain additional exposure to dividends, franking credits and the potential to accelerate investment returns.  

You can leverage an existing portfolio or create a new one to help meet your financial goals. 

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Products

Our range of products provide our clients the flexibility to choose the loan that best suits their individual investment needs and preferences.

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Margin Loan

The Leveraged Margin Loan is a flexible loan account offering a range of interest rate options, 3,000+ acceptable investments such as shares, ETFs and unlisted managed funds plus the ability to either manage the loan directly or use the services of a stockbroker/financial adviser of your choice.

A young couple on a tablet device happy they’ve found a unique margin loan with the added benefit of a repayment plan that helps them save for a home deposit.

Investment Funds Multiplier

Exclusive to Leveraged, the Investment Funds Multiplier (IFM) is a margin loan with built in limits and controls. In the event of a significant fall in portfolio value, you can reduce the loan through monthly repayments until the gearing ratio is restored to an acceptable level. 

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Direct Investment Loan

The award winning* Direct Investment Loan is a lower interest rate margin loan, designed specifically for investors who prefer to manage their own facility online.

Financial markets update

With the ASX200 enjoying strong gains, a property market in recovery and a higher Aussie dollar, David Robertson Head of Economic and Market Research for Bendigo Bank explores whether Quantitative Easing is the next lever to be pulled by the RBA rather than further rate cuts.

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We can help you get started today

Get in touch

Phone

1300 307 807
+61 2 8282 8282 (If calling from overseas)

8:30am - 5:30pm AEST,
Monday - Friday

Online

Send us an online enquiry or email info@leveraged.com.au

Mail

GPO Box 5388,
Sydney, NSW, 2001

*2019 Canstar 5-star rating Margin Loan for outstanding value

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Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118
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